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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,646 | $184,014-91.5% | $161,149-90.3% | $138,895-88.7% |
| Participation rate | 90.9% | 82.1%+8.8pp | 78.8%+12.1pp | 79.9%+11.0pp |
| Annual return | 3.07% | 21.52%-18.5pp | 21.16%-18.1pp | 145.39%-142.3pp |
| Employer contribution / active EE | $1,339 | $5,055-73.5% | $4,360-69.3% | $4,194-68.1% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $151 | $18,027-99.2% | $15,194-99.0% | $12,562-98.8% |